Overview
Assets Under Management: $170 million
Headquarters: MATAWAN, NJ
High-Net-Worth Clients: 200
Average Client Assets: $250,000
Frequently Asked Questions
GRANTVEST FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310272), GRANTVEST FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
GRANTVEST FINANCIAL GROUP LLC is headquartered in MATAWAN, NJ.
GRANTVEST FINANCIAL GROUP LLC serves 200 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, GRANTVEST FINANCIAL GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
GRANTVEST FINANCIAL GROUP LLC manages $170 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, GRANTVEST FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.41
Average High-Net-Worth Client Assets: $250,000
Total Client Accounts: 1,100
Discretionary Accounts: 1,100
Regulatory Filings
CRD Number: 310272
Filing ID: 1979692
Last Filing Date: 2025-05-01 12:30:00
Website: https://grantvest.com